Prior to today, most reporting was based on the date a lead was originally received. This caused problems when you needed reports based on the date that a lead was actually sent out to a partner (i.e. referred). It was possible to get this information from the ‘Status Date (Conversion)’ reports, but this wasn’t ideal.
You’ll now see a ‘Date Referred’ tick box next to the date selection in Search Leads and selected reports within the Reports Centre. This will bring up the selected leads/report based on the referral date. The dates shown in the Search Leads list will be the referral date. Any leads not referred won’t be listed/reported when ‘Date Referred’ is selected.
There’s also a new ‘Partner Transactions Report’ which will give you an exportable list of transactions for a specific period across all partners. This will be useful when you need to see all transactions for reconciliation, or where you want to find a transaction on a particular date/range.